Chief Marketing & Intake Officer

Remote within the United States; travel as needed to company operations and acquired-firm locations.

About the Role

Chamberlain Advisors is conducting an executive search for Certum Legal Solutions (CLS), a technology-forward legal services platform building a national, vertically integrated personal injury and mass tort enterprise. CLS brings insurance, litigation funding, and legal-service solutions together under a single platform—a combination no other organization in the market offers—and acquires and integrates leading plaintiff law firms across the United States.

The Chief Marketing & Intake Officer will own marketing and intake end-to-end, sitting atop both lead generation and conversion so that one executive is accountable for the cost and quality of every acquired case. This is a greenfield build: the incoming officer will stand up the marketing engine and intake function on the platform’s Salesforce-centric foundation, deploy capital across the full channel spectrum, and scale the function across a rapidly growing multi-brand portfolio.

Core Profile

• Strategic Ownership of Marketing & Intake / Executive Partnership: Own the platform’s marketing and intake function end-to-end, accountable for turning marketing spend into signed, retained cases at a defensible cost. Partner directly with the CEO and COO/CTO to own the function’s P&L and set acquisition strategy across a growing multi-brand portfolio, defending every channel and spend decision with data.
• Hands-On Greenfield Builder: Stand up the marketing organization from scratch, hiring operators who bid and reallocate capital daily and launching a live, measurable campaign within roughly the first sixty days. Recruit and develop a Director of Marketing and build toward a 24/7 multi-channel contact center over roughly twelve months. A bias to action is essential: an eighty-percent-good solution now beats a perfect one in six months.
• Technology, AI & Salesforce Ownership: Partner closely with the COO/CTO on a Salesforce-centric marketing and intake stack, operating as a power user who builds reports and dashboards and owns the function’s outputs end-to-end. Stand up marketing integrations from zero, then harden them with redundancy and checkpoints. Identify where conversational AI, voice agents, and automation lift performance and where a human must remain in the loop for legal disclaimers and distressed callers.
• Multi-Channel Capital Deployment & Integration: Deploy capital across paid digital, search, social, performance affiliate and lead-aggregator networks, and mass media (television, radio, out-of-home), calibrating the blend tort-by-tort and market-by-market. Direct agency and aggregator partners, decide what to centralize versus leave at the operating company, and progressively shift the mix toward owned, in-house demand. Assess each acquired firm’s market opportunity and build its growth plan on a thirty-, sixty-, and ninety-day integration arc.
• Mission-Aligned Cultural Fit: Share the platform’s mission of helping injured and wronged people secure the compensation they deserve. Operate within an ego-checked, accountability-first culture: humility with confidence, problems surfaced early, and respect for every colleague. Lead acquired-firm change through influence rather than authority, treating founders as partners who carry real stakes.

Responsibilities

Marketing Strategy & Multi-Channel Capital Deployment

• Channel Strategy & Spend: Set channel strategy tort-by-tort and market-by-market across paid digital, search, social, performance affiliate and aggregator networks, and mass media (television, radio, out-of-home), with authority to allocate and reallocate spend against performance data.
• Capital Deployment at Scale: Hire and lead the team that bids and reallocates capital daily, holding operators accountable to clear KPIs as deployment scales toward the platform’s nine-figure annual marketing investment.
• Agency & Aggregator Management: Direct agency partners and lead-aggregator relationships, deciding what to centralize versus leave at the operating company and progressively reducing third-party lead dependency over time.
• Regulated, Multistate Complexity: Navigate the rules of professional conduct across simultaneous states, building one approach that works broadly while accounting for jurisdictional differences.

Intake & Conversion Operations

• Lead-to-Retainer Conversion: Own the qualification of raw leads and their conversion to signed, retained cases, with quality control before handoff to operations.
• Contact-Center Buildout: Partner with intake leadership to build a 24/7 multi-channel contact center (phone, web, chat, SMS) within roughly twelve months, sized to flex up and down on demand, with retainers sent by DocuSign and SMS.
• Conversion KPIs: Own answer rate at 90% or better, speed-to-lead, scripting, and lead-to-retained conversion, setting quality standards for claimants making high-stakes decisions under stress.
• Build for Volume: Instrument every stage of the funnel and build the function toward a mature volume of roughly a thousand leads a day signing fifty to sixty cases a day.

Performance Analytics & Unit Economics

• Cost Per Acquired Case: Own cost per acquired and retained case as the north-star metric, supported by cost-per-lead and the full leads-to-solid-leads-to-signed-cases funnel.
• Willingness-to-Pay by Case Type: Calibrate acceptable acquisition cost against case value, from routine motor-vehicle matters to catastrophic ones, and track whether a case is paid, how fast, and for how much.
• Attribution & Reporting: Build attribution frameworks, dashboards, and board-grade reporting to make performance visible across a multi-brand portfolio, capturing metadata down to device, browser, time of day, and ad engagement.
• Defend Every Dollar: Defend channel and process decisions with data rather than anecdote, framing investment in case economics for the executive team and investors.

Technology, AI & Salesforce Enablement

• Salesforce Power User: Own the function’s outputs on a Salesforce-centric stack end-to-end, building reports and dashboards and understanding the architecture even where you do not personally configure it.
• Resilient Integrations: Stand up marketing integrations from zero, then harden them with redundancy and checkpoints so failures are detected rather than silently spinning, keeping the claimant intake experience fast and low-friction.
• Production AI: Partner with the COO/CTO to put generative and agentic AI into production, including voice agents that make and answer calls and automated record pulls, keeping a human in the loop for disclaimers, case-type triage, and distressed callers.
• Workflow-First Thinking: Design technology solutions alongside every workflow, ensuring tools map directly to business logic and eliminate manual workarounds.

Leadership, Integration & Culture

• Build the Team: Recruit and develop the marketing and intake organization, growing it to fifty or more people over time, and hold operators accountable to one consistent set of metrics and standards.
• Per-Firm Integration: Assess each acquired firm’s total addressable market and market-share opportunity, build its brand-specific growth plan, and absorb its marketing and intake on a thirty-, sixty-, and ninety-day arc.
• Founder-Attorney Partnership: Lead change through influence, treating founder-attorneys as partners who carry real stakes; capture quick wins early and address structural change only after trust has been earned.
• Accountability & Candor: Surface problems early, own mistakes without deflection, and communicate status before the date arrives.

Requirements

• Typically 10+ years of marketing leadership experience in high-volume, consumer-facing environments, with progressive increases in scope and organizational influence; senior P&L ownership required.
• Deep command of high-volume consumer marketing across paid digital, search, social, performance affiliate and aggregator networks, and mass media (television, radio, out-of-home).
• Personal-injury or legal marketing experience strongly preferred; closely adjacent regulated, multistate direct-to-consumer verticals (e.g., debt consolidation, revenue-cycle management, mortgage, RIA/wealth marketing) considered where funnel, multistate complexity, and acquisition-cost discipline transfer cleanly.
• Working command of high-volume intake and contact-center operations, enough to lead a conversion function to a high standard without being its deepest specialist.
• Demonstrated fluency in consumer-acquisition economics: cost per acquired case, cost-per-lead, lead-funnel analysis (leads → solid leads → signed cases), and marketing attribution.
• Experience marketing regulated, multistate professional services, with command of jurisdictional differences that vary state-by-state.
• Current, working understanding of generative-engine optimization and AI-driven discovery, not legacy long-form search optimization.
• Salesforce power user strongly preferred: able to build reports and dashboards, understand the architecture, and design technology solutions alongside workflows.
• Hands-on experience with generative and agentic AI in production, with an orientation to experiment with and adopt new technology.
• Track record of building a function from the ground up and standing up live campaigns quickly within a high-growth, resource-building environment.
• Experience in private-equity-backed or acquisitive multi-brand environments preferred, including presenting performance to executive and investor stakeholders.
• Demonstrated ability to lead acquired-firm or multi-stakeholder change through influence and data rather than organizational authority.
• Bachelor’s degree required; advanced degree preferred but not required.

About Our Client

Certum Legal Solutions is building a first-of-its-kind, technology-forward legal services platform that brings insurance, litigation funding, and legal-service solutions together under a single roof—a holistic capability no competitor offers. Through its affiliated trial firm, the platform acquires leading plaintiff law firms and empowers their founders with capital, technology, and operational scale, helping injured and wronged people secure the compensation they deserve.

Compensation

Competitive base salary, performance bonus, and equity participation.